Argent Capital Management LLC Top Holdings and 13F Report (2025)

About Argent Capital Management LLC

Investment Activity

Argent Capital Management LLC has $3.54 billion in total holdings as of December 31, 2024.
Argent Capital Management LLC owns shares of 158 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 2.89% of the portfolio was purchased this quarter.
About 3.54% of the portfolio was sold this quarter.
This quarter, Argent Capital Management LLC has purchased 153 new stocks and bought additional shares in 59 stocks.
Argent Capital Management LLC sold shares of 61 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Amazon.com: $220,450,751
Microsoft: $211,439,572
Apple: $165,145,932
Alphabet: $136,661,479
Mastercard: $120,072,372

Largest New Holdings this Quarter

iShares Russell 1000 ETF: $27,324,000 Holding
SPDR S&P Dividend ETF: $14,643,549 Holding
Tyler Technologies: $1,979,605 Holding
Schwab US Large-Cap ETF: $1,822,922 Holding
Kinsale Capital Group: $1,735,865 Holding

Largest Purchases this Quarter

iShares Russell 1000 ETF: 84,815 shares (about $27.32M)
Tractor Supply: 359,617 shares (about $19.08M)
SPDR S&P Dividend ETF: 110,852 shares (about $14.64M)
Patrick Industries: 73,632 shares (about $6.12M)
Tyler Technologies: 3,433 shares (about $1.98M)

Largest Sales this Quarter

Amgen: 62,137 shares (about $16.20M)
Align Technology: 73,671 shares (about $15.36M)
Medpace: 45,654 shares (about $15.17M)
Fair Isaac: 3,166 shares (about $6.30M)
CDW: 29,336 shares (about $5.11M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AMZN Amazon.com	$220,450,751	$3,892,856 ▼	-1.7%	1,004,835	6.2%	Retail/Wholesale
MSFT Microsoft	$211,439,572	$4,026,168 ▼	-1.9%	501,636	6.0%	Computer and Technology
AAPL Apple	$165,145,932	$3,563,476 ▼	-2.1%	659,476	4.7%	Computer and Technology
GOOGL Alphabet	$136,661,479	$3,137,646 ▼	-2.2%	721,931	3.9%	Computer and Technology
MA Mastercard	$120,072,372	$2,846,642 ▼	-2.3%	228,027	3.4%	Business Services
URI United Rentals	$113,267,675	$1,923,827 ▼	-1.7%	160,791	3.2%	Construction
CG The Carlyle Group	$100,733,042	$1,783,307 ▼	-1.7%	1,995,109	2.8%	Finance
UNH UnitedHealth Group	$100,202,765	$2,716,974 ▼	-2.6%	198,084	2.8%	Medical
FICO Fair Isaac	$98,730,219	$6,303,284 ▼	-6.0%	49,590	2.8%	Computer and Technology
BX Blackstone	$97,015,797	$1,907,139 ▼	-1.9%	562,671	2.7%	Finance
NVDA NVIDIA	$95,603,478	$3,631,202 ▼	-3.7%	711,918	2.7%	Computer and Technology
BAH Booz Allen Hamilton	$93,433,102	$1,166,665 ▼	-1.2%	725,976	2.6%	Business Services
AVGO Broadcom	$89,332,376	$1,725,354 ▼	-1.9%	385,319	2.5%	Computer and Technology
DHR Danaher	$86,767,827	$2,194,268 ▼	-2.5%	377,991	2.4%	Multi-Sector Conglomerates
CPRT Copart	$83,578,205	$1,091,328 ▼	-1.3%	1,456,320	2.4%	Business Services
V Visa	$83,139,184	$1,679,439 ▼	-2.0%	263,065	2.3%	Business Services
AMAT Applied Materials	$82,614,355	$1,459,766 ▼	-1.7%	507,990	2.3%	Computer and Technology
DHI D.R. Horton	$78,648,958	$1,379,885 ▼	-1.7%	562,501	2.2%	Construction
TDG TransDigm Group	$74,019,663	$1,688,025 ▼	-2.2%	58,408	2.1%	Aerospace
XOM Exxon Mobil	$73,242,511	$2,069,217 ▼	-2.7%	680,882	2.1%	Oils/Energy
WCN Waste Connections	$62,239,147	$1,225,082 ▼	-1.9%	362,741	1.8%	Business Services
PGR Progressive	$59,859,429	$1,116,823 ▼	-1.8%	249,820	1.7%	Finance
FTNT Fortinet	$58,737,177	$425,632 ▼	-0.7%	621,689	1.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$57,038,475	$1,141,259 ▼	-2.0%	237,948	1.6%	Finance
NOW ServiceNow	$56,943,286	$1,215,958 ▼	-2.1%	53,714	1.6%	Computer and Technology
HD Home Depot	$53,145,186	$1,211,311 ▼	-2.2%	136,624	1.5%	Retail/Wholesale
ORLY O'Reilly Automotive	$49,484,620	$1,192,915 ▼	-2.4%	41,731	1.4%	Retail/Wholesale
MUSA Murphy USA	$46,505,785	$43,652 ▼	-0.1%	92,687	1.3%	Retail/Wholesale
HCA HCA Healthcare	$46,148,267	$1,429,011 ▼	-3.0%	153,751	1.3%	Medical
NEE NextEra Energy	$43,221,088	$950,824 ▼	-2.2%	602,889	1.2%	Utilities
OMF OneMain	$43,148,526	$966,178 ▲	2.3%	827,710	1.2%	Finance
ETN Eaton	$42,298,945	$851,581 ▼	-2.0%	127,456	1.2%	Industrial Products
HLI Houlihan Lokey	$42,104,078	$284,455 ▲	0.7%	242,451	1.2%	Finance
GRMN Garmin	$36,609,028	$731,809 ▼	-2.0%	177,490	1.0%	Computer and Technology
ADP Automatic Data Processing	$28,817,070	$546,530 ▼	-1.9%	98,442	0.8%	Business Services
ACN Accenture	$28,544,564	$572,714 ▼	-2.0%	81,141	0.8%	Computer and Technology
BlackRock, Inc.	$28,303,904	$608,907 ▼	-2.1%	27,611	0.8%	COM
Ferguson Enterprises Inc.	$27,444,914	$214,533 ▼	-0.8%	158,120	0.8%	COM
IWB iShares Russell 1000 ETF	$27,324,000	$27,324,000 ▲	New Holding	84,815	0.8%	ETF
ORCL Oracle	$26,460,963	$609,903 ▼	-2.3%	158,791	0.7%	Computer and Technology
AMP Ameriprise Financial	$25,792,217	$509,540 ▼	-1.9%	48,442	0.7%	Finance
CVX Chevron	$24,577,539	$496,800 ▼	-2.0%	169,688	0.7%	Oils/Energy
TSCO Tractor Supply	$23,970,874	$19,081,287 ▲	390.2%	451,769	0.7%	Retail/Wholesale
TFII TFI International	$23,925,068	$25,397 ▲	0.1%	177,105	0.7%	Transportation
RSG Republic Services	$22,273,358	$464,925 ▼	-2.0%	110,714	0.6%	Business Services
PEP PepsiCo	$21,295,003	$427,594 ▼	-2.0%	140,043	0.6%	Consumer Staples
TMO Thermo Fisher Scientific	$19,072,759	$1,065,956 ▼	-5.3%	36,662	0.5%	Medical
EXR Extra Space Storage	$18,836,981	$379,534 ▼	-2.0%	125,916	0.5%	Finance
PATK Patrick Industries	$18,662,798	$6,117,359 ▲	48.8%	224,636	0.5%	Construction
TXN Texas Instruments	$18,489,446	$439,524 ▼	-2.3%	98,605	0.5%	Computer and Technology
TRI Thomson Reuters	$16,009,087	$316,910 ▼	-1.9%	99,820	0.5%	Business Services
MEDP Medpace	$15,308,494	$15,167,628 ▼	-49.8%	46,078	0.4%	Medical
SDY SPDR S&P Dividend ETF	$14,643,549	$14,643,549 ▲	New Holding	110,852	0.4%	ETF
ALGN Align Technology	$10,548,521	$15,361,140 ▼	-59.3%	50,590	0.3%	Medical
AMGN Amgen	$8,124,865	$16,195,257 ▼	-66.6%	31,173	0.2%	Medical
VCTR Victory Capital	$7,843,862	$727,783 ▲	10.2%	119,827	0.2%	Finance
CBZ CBIZ	$7,043,845	$826,319 ▲	13.3%	86,079	0.2%	Business Services
DSGX The Descartes Systems Group	$6,635,376	$878,014 ▲	15.3%	58,410	0.2%	Computer and Technology
LPLA LPL Financial	$6,251,703	$1,202,213 ▲	23.8%	19,147	0.2%	Finance
CTAS Cintas	$6,116,281	$548,834 ▲	9.9%	33,477	0.2%	Business Services
CIGI Colliers International Group	$6,092,412	$860,691 ▲	16.5%	44,807	0.2%	Finance
FSV FirstService	$6,047,168	$834,685 ▲	16.0%	33,406	0.2%	Finance
ADUS Addus HomeCare	$5,742,534	$821,669 ▲	16.7%	45,812	0.2%	Medical
BLDR Builders FirstSource	$5,281,549	$474,528 ▲	9.9%	36,952	0.1%	Retail/Wholesale
IT Gartner	$5,225,009	$467,029 ▲	9.8%	10,785	0.1%	Business Services
GDDY GoDaddy	$4,648,853	$1,465,275 ▲	46.0%	23,554	0.1%	Computer and Technology
A Agilent Technologies	$4,407,583	$387,170 ▲	9.6%	32,809	0.1%	Computer and Technology
AFG American Financial Group	$4,294,371	$381,621 ▲	9.8%	31,362	0.1%	Finance
TPX Tempur Sealy International	$4,200,984	$368,374 ▲	9.6%	74,104	0.1%	Retail/Wholesale
AME AMETEK	$4,100,580	$322,307 ▲	8.5%	22,748	0.1%	Computer and Technology
BLD TopBuild	$4,071,082	$361,466 ▲	9.7%	13,076	0.1%	Construction
ICFI ICF International	$3,984,602	$541,811 ▲	15.7%	33,425	0.1%	Business Services
SCI Service Co. International	$3,760,535	$1,110,768 ▲	41.9%	47,113	0.1%	Consumer Staples
ABG Asbury Automotive Group	$3,755,057	$525,917 ▲	16.3%	15,451	0.1%	Retail/Wholesale
Cheniere Energy, Inc	$3,288,608	$292,870 ▲	9.8%	15,305	0.1%	COM
GOOG Alphabet	$3,100,363	$51,419 ▼	-1.6%	16,280	0.1%	Computer and Technology
ENTG Entegris	$3,077,406	$276,675 ▲	9.9%	31,066	0.1%	Computer and Technology
MOH Molina Healthcare	$2,880,231	$259,908 ▲	9.9%	9,896	0.1%	Medical
WMT Walmart	$2,866,354		0.0%	31,725	0.1%	Retail/Wholesale
CHDN Churchill Downs	$2,862,430	$252,791 ▲	9.7%	21,435	0.1%	Consumer Discretionary
AX Axos Financial	$2,736,793	$359,169 ▲	15.1%	39,181	0.1%	Finance
MRVL Marvell Technology	$2,672,341	$155,735 ▼	-5.5%	24,195	0.1%	Computer and Technology
EXPO Exponent	$2,523,601	$371,817 ▲	17.3%	28,323	0.1%	Business Services
TTEK Tetra Tech	$2,500,289	$217,209 ▲	9.5%	62,758	0.1%	Industrial Products
COST Costco Wholesale	$2,478,510	$403,159 ▼	-14.0%	2,705	0.1%	Retail/Wholesale
BRBR BellRing Brands	$2,347,444	$365,022 ▲	18.4%	31,158	0.1%	Medical
TT Trane Technologies	$2,028,840	$155,866 ▼	-7.1%	5,493	0.1%	Construction
TYL Tyler Technologies	$1,979,605	$1,979,605 ▲	New Holding	3,433	0.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,955,595	$1,293,919 ▲	195.6%	3,322	0.1%	ETF
RLI RLI	$1,875,436	$468,941 ▲	33.3%	11,378	0.1%	Finance
SCHX Schwab US Large-Cap ETF	$1,822,922	$1,822,922 ▲	New Holding	78,642	0.1%	ETF
HLNE Hamilton Lane	$1,798,956	$458,067 ▲	34.2%	12,151	0.1%	Finance
SKY Skyline Champion	$1,795,919	$436,888 ▲	32.1%	20,385	0.1%	Construction
KNSL Kinsale Capital Group	$1,735,865	$1,735,865 ▲	New Holding	3,732	0.0%	Finance
FIX Comfort Systems USA	$1,719,139	$1,719,139 ▲	New Holding	4,054	0.0%	Construction
PG Procter & Gamble	$1,505,755		0.0%	8,982	0.0%	Consumer Staples
PLUS ePlus	$1,489,864	$411,068 ▲	38.1%	20,166	0.0%	Computer and Technology
GRBK Green Brick Partners	$1,486,534	$365,321 ▲	32.6%	26,315	0.0%	Finance
UFPI UFP Industries	$1,386,271	$365,099 ▲	35.8%	12,306	0.0%	Construction
RBC RBC Bearings	$1,352,412	$335,934 ▲	33.0%	4,521	0.0%	Industrial Products

Showing largest 100 holdings. View all holdings.

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Argent Capital Management LLC Top Holdings and 13F Report (2025)

About Argent Capital Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

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Terms & Info

Argent Capital Management LLC Top Holdings and 13F Report (2025)

About Argent Capital Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofArgent Capital Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools